How Channeling More Positive Energy in Your Office is Good for Business

Positive energy resulting from respect, appreciation and support of ideas can bolster most relationships. What works for accounting firms works for other businesses as well. Click through to read my full article published this week on Tax Pro Center | Intuit ProConnect site:    “How to Channel More Positive Energy in Your Tax Firm”   Looking to create a better work environment but need some help? You may also want to perform…  Read more

Takeaways from Day 1 of this Week’s Specialized Industry Accounting Conference

I’m on the road again enjoying sharing insights from the specialized industry accounting conference I am attending.  Today’s takeaways started even before we reached the registration desk, where I introduced Elizabeth Spradley, our firm’s accounting manager to some of the returning attendees and conference administrators.  They continued as we participated in the day’s workshops and on through the welcome reception. Here are my highlights and takeaways from Day 1 of…  Read more

Another Great Day at Quickbooks Connect…Sharing my Takeaways

I hope you enjoyed my photos and takeaways as much as I enjoyed sharing with you.  Please do send feedback if these tips have resonated with you.  Please share in the comments if and how you have implemented them in your firm/business/practice, I hope you can tell from these photos that I have taken “selfie” taking lessons. Andrea & Ivette You can be an inspiration to your accountability coach when…  Read more

More “Takeaways” from the Conference Trail, Day 2 in San Jose

I hope you are enjoying my photos and takeaways, please do send feedback if these tips have resonated with you.  Please share in the comments if and how you have implemented them in your firm/business/practice, but do not judge me by my “selfie” taking ability, I do feel I am getting better. Conference Day 2 takeaways started as soon as I finished my morning workout: Peloton Bike at the Hotel…  Read more

On the Road again, Sharing Insights from the San Jose Technology Conference I am Attending

I’m on the road again and sharing insights from the San Jose accounting technology conference I am attending. Liquid Breakfast Today’s conference takeaways started at breakfast, I sat down at a random table and the conversation started with “where are you from?” My computer was in my backpack so that “takeaway” was written on a napkin. Here are my highlights and takeaways from today’s conference: Show your clients you care.  It’s…  Read more

On the Road Again – Pre-Conference Takeaways Started While Waiting to Board…

This week I’m in San Jose for an accounting technology conference and then I’ll be on to Florida and Long Island for specialized industry and tax conferences with my staff members. Sometimes it seems that the best part of the conference is the people you meet along the way… In the Delta Lounge before boarding On the airplane (photo credits go to my row-mate Howard) On the trip to the…  Read more

Your Vision Statement Can Guide You to a Successful Business!

I hope you were able to watch the vlog I posted last week. In the video I discuss the importance of a solid vision statement, one that you and your team create together and believe in. Here is the link to watch the video and read the post in case you missed it.  I hope it inspires you to take action. Have you been working to create a successful business/professional…  Read more

On the Road Again…Sharing About My Upcoming Conferences

On the road again, this week I am heading to San Jose for an accounting technology conference; in the next few weeks I am also scheduled to travel to Florida and Long Island for specialized industry and tax conferences with my staff members. Recently I have shared “best practices” for attending conferences and networking events, no need to reiterate, but follow these links for a refresher: Tips for getting the…  Read more

Want a Successful Business? Create a Solid Vision Statement to Guide You.

Do you want to stay on the path to creating the business you want? Once you can clearly identify your short term and long term goals, use your vision statement to keep you and your team on track. Watch our video below to see what we mean. I hope this video inspires you to take action… Then start creating your business plan using this complimentary resource: how to develop an…  Read more

Are You Taking Advantage of Technology to Eliminate Administrative Tasks?

I hope you were able to watch the vlog I posted last week. In the video I discuss how we “create time” by eliminating or reducing administrative tasks with the smart use of technology. My example of an easy win is to implement an automated payroll portal system that eliminates administrative time for the employees and the “boss”.  Implementing just this one administrative task can free up time, eliminate notices…  Read more

We Create Time…to Spend Doing What You Love

In our office, we like to say “we create time”.  We would much rather be out playing than writing checks, entering invoices or adjusting accounting records.  We figured that if we “hated” these tasks, our clients would too. I love the example of how adding an automated payroll portal system eliminated administrative time for the employees and the “boss”.  Implementing just this one administrative task freed up time, eliminated notices…  Read more

Do You Have the Right Tools in Your Tool Box to Create Time?

I hope you were able to watch the vlog I posted last week. In the video I discuss how we “create time” by eliminating or reducing administrative tasks through our technology bundle. Here is the link to watch in case you missed it. I hope it inspires you to take action I wanted to follow along on the same theme of creating time, to give you an excerpt from our…  Read more

3 Smart Practices for Business Success

If you’re like most small business owners, there are never enough hours in the day to complete every task on your list. Often you’re faced with prioritizing what you need to do right now – deal with a customer, meet a deadline, attend an event – and the things you know you should do for the ongoing growth of your business. Scheduling time to attend to these business activities on…  Read more

Taking Some Personal Time Each Day Enables You to Focus on the “Tough Stuff”

Have you ever pondered over an issue and felt the stress building up only to find that the solution pops into your head while you are in the shower, on a long walk, or sitting in traffic? I was working with a couple on a retirement and relocation plan. During our discovery session, I could practically feel their stress over some very hard decisions they would need to make over…  Read more

Teach a Man/Woman to Fish…

I have returned from an amazing 3 day tax and accounting symposium on Long Island sponsored by my professional group. Bad news – there were so many great sessions, it was hard to choose. Good news – most of the sessions were taped, giving me a chance to listen to those I may have missed during some down time in my office. No one believes that their education ends when…  Read more

Tips on Working Virtually whenever life takes you out of the office

I took a road trip with my daughter last month. Over the course of four days, we flew from our home in New York City to Detroit, Michigan and then drove to Norman, Oklahoma. In between snapping photos and sampling burgers along the way, I was able to review my office files, participate in a virtual business conference, and view logo proposals. If I had taken this trip even 10…  Read more

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